SoA and RoA
SoA and RoA - MoneyOne
Free service for dealers |
 MoneyOne® Office is designed to assist dealers in integrating their Statement of Advice and Record of Advice templates for use with MoneyOne® Office Adviser Edition. This service is provided free of charge to dealers and ensures that compliant templates are being used by advisers. |
| Our services |
| After MoneyOne® has been provided with a basic SoA and/or RoA template from the dealer group, created using Microsoft Word, we: |
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| Following successful testing, the template is then sent back to the dealer group for sign-off prior to being installed within MoneyOne® Office Adviser Edition for your adviser network. |
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